RWA
LPT

Ropes Wealth Advisors’s Liberty Property Trust LPT Stock Holding History

Ropes Wealth Advisors’s Portfolio LPT Stock Details LPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-700
Closed -$42K – 593
2019
Q4 		$42K Hold
700
– – 0.01% 349
2019
Q3 		$36K Buy
+700
New +$36.1K 0.01% 365

Other funds holding LPT

MPPLM
Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin $425M AUM 28.89% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Ropes Wealth Advisors's LPT Position: Q1 2020 in Review

Ropes Wealth Advisors sold out of Liberty Property Trust (LPT) in Q1 2020, closing a stake of 700 shares — an estimated $42K sold.

Ropes Wealth Advisors first reported a position in LPT in Q3 2019 and held it in 2 quarters. The position peaked at $42K in Q4 2019. 2 funds tracked by Wall St. Rank hold LPT as of Q1 2020.

  • Ropes Wealth Advisors reported no remaining Liberty Property Trust position as of Q1 2020 after selling out during the quarter.
  • Ropes Wealth Advisors sold 700 Liberty Property Trust shares in Q1 2020, an estimated $42K.
  • Ropes Wealth Advisors first reported a position in Liberty Property Trust in Q3 2019 and held it in 2 quarters.
  • Ropes Wealth Advisors's Liberty Property Trust position peaked at $42K in Q4 2019.
  • 2 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2020.

Based on Ropes Wealth Advisors's 13F filing for Q1 2020, filed 24 Apr 2020.